Timely Event at Morningside University in Sioux City, IA

Preserving Your Estate

Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy

Event Details

Morningside University
1501 Morningside Ave
Sioux City, IA 51106

Event Options:

– Monday, May 19 at 6:00 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Event Details

Morningside University
1501 Morningside Ave
Sioux City, IA 51106

Event Options:

– Monday, May 19 at 6:00 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Do you know how to keep your assets out of probate, reduce tax exposure and create a plan to ensure your heirs retain your assets?

Join us at Morningside University for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:

  • Advantages and disadvantages of wills and trusts.
  • Strategies designed to reduce tax exposure when transferring assets to heirs.
  • How to plan your estate to make sure it passes on to your loved ones most efficiently.
  • How probate works and, more importantly, strategies to help you avoid probate altogether.
  • Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
  • Identifying the documents needed to preserve your estate.
  • Establishing a power of attorney and why it could be important.
  • Strategies to help preserve heirs from blowing their inheritance. 
  • Leveraging dollars for planned charitable giving.
  • Why putting property in your children’s names may be a mistake.
  • Developing a plan to pay for nursing home expenses if needed while in retirement.
  • And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have an estate plan in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.

67% of Americans
have no estate plan.¹

Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.

Will

Meet Your Host

Michael Nash, CLU®, ChFC®, LUTCF | Financial Advisor & Founder of M.G. Nash Financial Solutions
Mike Nash, Founder of MG Nash Financial Solutions is a Chartered Life Underwriter®? (CLU®?), Chartered Financial Consultant®? (ChFC®?) and holds his life and health licenses along with securities registrations. He strives to impart the knowledge required for clients to make informed financial decisions. Mike understands that establishing goals and then implementing effective strategies are critical to having a reliable retirement.

Mike’s passionate about nurturing client relationships. He and his staff take a personal approach when working with clients, tailoring plans to each one’s circumstances. Solid long-term relationships are built on honesty, integrity and trust, and Mike believes in working to earn yours.
Sign Up Now!

© 2025 Taxes Declassified | Privacy Policy

¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html

At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit, you may be provided with information regarding the purchase of financial products.

Securities and advisory services offered through duly registered individuals on behalf of CreativeOne Securities, LLC, Member FINRA/SIPC and Registered Investment Adviser. M.G. Nash Financial Solutions, Inc., CreativeOne Securities, LLC, and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.

Mike Nash
3214 Singing Hills Blvd.
Sioux City, IA 51106

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.